Sensiba San Filippo Names New Audit PIC

Bob Belshe

Pleasanton, Calif.-based Sensiba San Filippo (FY18 net revenue of $30.1 million) announces that Bob Belshe has been appointed PIC of audit.

Belshe, who became a partner in 2015, has more than 15 years’ of experience providing sophisticated accounting and management services to companies in the San Francisco/Silicon Valley area. He works extensively with venture-backed, emerging technology companies with an emphasis on the software, SaaS, semiconductor and medical device industries.

“Bob’s commitment to client service and technical excellence, coupled with his passion for developing other professionals, make him an ideal leader for our thriving audit practice. He is an innovative and fearless practitioner, and we’re so pleased he has agreed to step into this important role,” says MP John Sensiba.

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Janover Partner Elected an Officer of NYSSCPA

Joseph A. Maffia

Joseph A. Maffia

Garden City, N.Y.-based Janover LLC (FY17 net revenue of $30 million) announces that Joseph A. Maffia will be installed as a vice president of the board of directors for the New York State Society of CPAs (NYSSCPA). His one-year term begins June 1.

Maffia has practiced public accounting for over 38 years. He serves businesses and individuals across a wide array of industries, including technology and software development, sports, arts and entertainment and charities, foundations and not-for-profits.  At Janover, Maffia serves as co-chair of the quality control committee, having previously served on Janover’s executive committee.

Maffia has served on NYSSCPA committees, is involved in the AICPA and serves on the boards of several nonprofits in New York.

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David Hartley Joins Anders as Partner to Expand Advisory Services

David Hartley

David Hartley

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has admitted David Hartley as a partner to lead growth of the advisory services practice.

Hartley has more than 25 years of experience in C-suite leadership roles and consulting with privately held businesses on technology strategy and enterprise risk services.

Prior to joining Anders, Hartley was a principal at a Top 100 accounting firm, working with closely held, private and middle-market businesses on technology audits and enhancements. Named the 2018 Outstanding Visionary by the Missouri Society of CPAs, Hartley also served as CIO at a publicly traded coal producer, where he was responsible for overseeing the company’s technology, including strategy, applications development, infrastructure and cybersecurity. Hartley is a frequent speaker and writer.

“Anders already has a strong reputation for delivering high-impact services to clients, with all the right ingredients in place for continued growth,” explains Hartley. “I’m excited to join as a catalyst to accelerate the firm’s growth in high value advisory services. Today’s middle market companies navigate a myriad of opportunities and challenges and need valuable advisors to bring expertise and wisdom along the way.”

MP Robert Minkler says Hartley’s hiring marks a new focus on non-traditional accounting services. “We believe this is where the profession is heading, and it is an opportunity to provide additional value to our clients and to grow the firm purposefully.” With technology driving change in the accounting industry, the firm believes bringing in Hartley is a natural step in developing the firm of the future.

Anders advises clients in areas of technology, outsourced accounting, banking, fraud, valuation, litigation, business transition planning, cybersecurity and data analytics, among others.

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Pathway Forensics Opens Downtown Houston Office

Pathway Forensics, the digital forensics firm of Houston-based Briggs & Veselka Co. (FY17 net revenue of $36.2 million), is opening an office in Houston.

Now located in The Woodlands, Texas, the additional office is designed to better serve the Houston and its surrounding suburbs.

To head up the firm’s new downtown office, Clint Koenig has joined Pathway Forensics as a senior consultant. Koenig brings more than 18 years’ experience in forensic technology, and was most recently with KPMG’s forensic technology practice, where he specialized in providing digital evidence recovery, management, and review services to Fortune 500 companies in support of their ongoing civil litigation, compliance and monitoring, internal investigations and fraud detection.

“Clint brings years of digital forensics experience to Pathway and adds to our already talented cybersecurity team,” says Noel Kersh, principal at Pathway Forensics.

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ORBA Appoints Chief Financial Officer

Cara Sample

Cara Sample

Ostrow Reisin Berk & Abrams Ltd. (FY17 net revenue of $29.4 million) of Chicago, announces the appointment of Cara Sample as chief financial officer.

She has more than 14 years of experience in both public and corporate accounting and is responsible for providing strategic financial input, overseeing the accounting process and developing financial procedures for the firm.

“Cara’s versatile accounting background and experience in managing finances for large corporations will be a vital asset to ORBA,” says Mark Thomson, managing director.

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Sax LLP Adds Transaction Advisory Services

Clifton, N.J.-based Sax LLP (FY17 net revenue of $37.7 million) has launched a transaction advisory practice to help companies navigate complex transactions whether buying or selling, restructuring or providing capital solutions.

Sax says that with the increasing rate of M&A deals and transactions across all industries, a natural move to assist companies with deal strategy, valuation and performance improvements, due diligence, and the integration or divestiture of a business.

“We always work to help create value, manage risk and seize opportunities to unlock potential growth, and our transaction advisory practice is one more value-enhancing service for businesses who are in pursuit of synergy, diversification, growth and the competitive advantage,” says MP Joseph A. Damiano.

The practice is led by partner Todd W. Polyniak, who has over 30 years of auditing, accounting and advisory experience. “At Sax, we understand that capital is the lifeblood of every growing business, and we recognize the delicate balance between deal makers and deal breakers when it comes to M&As and transactions,” he says. “Our aim and intent are to properly and thoroughly advise businesses so they can make informed decisions about strategically managing capital and transactions in fast-changing markets, and to secure their intended outcome.”

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Anders Focuses on Cannabis Industry Following Missouri Legalization

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) is expanding expertise and services for businesses in the cannabis industry following the legalization of medical marijuana in Missouri.

Anders says it has a team committed to staying on the forefront of evolving regulations, licensing procedures and accounting practices for the cannabis industry.

“This is a great opportunity for the firm to enter into a progressive industry and offer valuable insight and expertise to cannabis businesses, from seed to sale,” explains Adam S. Prest, tax principal and leader of the Anders cannabis team.

The firm works with cannabis entrepreneurs, including cultivators, extractors, manufacturers, dispensaries and investors. The team has the tools to help cannabis businesses succeed and navigate regulations and complex tax challenges, including Section 280E. Anders is offering services to help with entity selection and business plan development prior to the license and application process, to performing valuations to assist in the sale of a business.

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Moore Colson Admits Eric Ratliff to Partnership

Eric Ratliff

Eric Ratliff

Marietta, Ga.-based Moore Colson (FY17 net revenue of $22.1 million) has admitted Eric Ratliff as a partner.

Ratliff joins Moore Colson’s tax practice with over 13 years of income, estate and trust tax planning experience including working with numerous financial institutions, individuals and families to create strategic tax structuring and business planning solutions.

In 2005, he worked as the principal attorney and solicitor for law offices in Tennessee, where he focused on estate and business planning, international and domestic taxes, PPACA compliance, consulting, and employee benefits and tax planning. In 2011, Eric co-founded a chartered trust company offering fiduciary services to clients and working with bankers and financial advisors.

At Moore Colson, Ratliff will help business owners and high-net-worth families with planning, research and compliance for estates, trusts, individuals and tax-exempt entities.

“Moore Colson, as a practice and, most importantly, culturally, is a great fit for me,” notes Ratliff. “Due to its client service model, I will have the opportunity to work with several bright-minded and diligent professionals, both within the practice and in collaboration with other supporting advisors, to provide business succession and wealth preservation strategies for our clients.”

MP Bert Mills says, “Eric’s unique ability to handle sophisticated planning strategies along with his down-to-earth communication style fits very well with our team and our clients.”

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REDW Adds Tribal Gaming CPA Firm Smith Harrison

Albuquerque, N.M.-based REDW (FY17 net revenue of $29.7 million) is merging in merging in Smith Harrison of Las Vegas, which specializes in tribal gaming, effective May 1, 2019. The combined firm will operate under the REDW brand.

As part of the merger, partners Joe H. Smith and Adam H. Smith will join REDW as senior consultant and senior manager, respectively. They will both continue to work from their current Las Vegas location, where REDW is considering expanding its operations at a later time.

“REDW’s decision to add Joe and Adam to the REDW team is part of its overall strategic plan to continue to expand its offerings and geographic footprint in the Southwest and nationally,” says Steve Cogan, REDW’s managing principal. “The addition of Smith Harrison fits our vision perfectly, as it will augment our reach and capabilities and help tribal gaming organizations succeed in today’s highly competitive market.”

Smith Harrison was founded in 2011 by Joe Smith. Due to its unique industry expertise and attention to client service, the firm earned a national reputation for being a trusted advisor to tribal casino operations. He is the former director of audits and finance at the National Indian Gaming Commission (NIGC) in Washington D.C. with four decades of casino industry experience. Among his accomplishments are establishing and implementing the Class III NIGC Minimum Internal Control Standards (MICS).

Adam Smith is also an experienced professional providing accounting, auditing and financial management services to the casino industry and has played a key role in the success of the firm.

Joe Smith says, “The business needs of tribes have been expanding over the years, growing in complexity and sophistication. To meet this demand, we’ve been exploring opportunities with a number of firms over the last three years, seeking one that shares our same values and a total commitment to tribes and their enterprises. And we have found REDW to be the best fit.”

Adam Smith adds, “No firm can compete with the extensive capabilities and experience of REDW, now enhanced by the addition of Smith Harrison LLP.”

Corrine Wilson, REDW principal and national tribal practice leader, says, “An essential part of serving tribes and their enterprises in the marketplace and expanding our national tribal practice is gaming, which is one reason we are so thrilled to welcome Joe and Adam to the team.”

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Shea Labagh Dobberstein Admits Linda Spain de Bruin as Principal

Linda Spain de Bruin

Linda Spain de Bruin

San Francisco-based Shea Labagh Dobberstein Accountants and Advisors (FY17 net revenue of $22.6 million) announces that Linda Spain de Bruin has been admitted as a principal of the firm.

She is a former owner and financial manager of a San Francisco-based business. She is also an accomplished leader in the accounting services community.

Spain de Bruin helped build the firm’s newly formed COR2E accounting solutions practice. She and her team at SLD have managed the entire accounting function at scores of companies to include payroll processing, inventory management, cash flow budgeting, and numerous local, state and federal compliance activities.

“This promotion is in recognition of the meaningful contributions Linda has made over the past year and half to strengthen and expand SLD’s COR2E accounting solutions practice, develop and grow our staff, maintain strong and build new client relationships, as well as expand SLD’s technical capabilities into new areas,” says James Dobberstein, managing director of SLD. “This year, SLD hits a milestone anniversary of 75 years in business. Linda’s extensive expertise will continue to play a vital role as we enter the next chapter of the firm’s history.”